Personal Banking Associate

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying financial needs and providing guidance on banking solutions.
• Act as a lobby leader to welcome customers and offer advice on digital and self-serve banking options.
• Conduct needs-based conversations to recommend personal banking products, credit cards, and investment advice.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Support branch operational activities including inventory management, application follow-ups, and opening/closing procedures.
• Ensure compliance with all risk, legal, and regulatory policies to safeguard customer assets and privacy.

Requirements

• 1–2 years of relevant experience in banking, customer service, or a related field.
• Registration to sell investment products completed or in progress (must be completed within 12 months).
• Experience in consultative sales or customer service roles.
• Proficiency with digital tools, including tablets, smartphones, and social media.
• Strong interpersonal and communication skills with the ability to build rapport.
• Availability to work a schedule that includes Monday through Saturday.
• Fluency in English and Korean is preferred.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.